Certified Exit Planning Adviser

The Certified Exit Planning Adviser (CEPA) Program is an executive MBS style program taught by a faculty of nationally recognized experts in their respective fields.  Exit planning helps business owners understand the various elements of their business that drive value, and how to improve these elements to maximize the sale value in preparation for an eventual exit or sale of their businesses.

Certified Financial Planner

Internationally recognized, CFP® certification is the highest level of certification that a financial adviser can achieve.  The Financial Planning Association is the certification body in Australia for the global CFP® designation.

Smartinvestor

Scott has been honored in the AFR Smart Investor Financial Planning Masterclass (Top 50 Honour Role) in 2007, 2009, 2011, and 2012 recognising his technical expertise in relation to financial planning.

Telstra Business Awards

Bravium has been nominated as a finalist in the Telstra Australian Business Awards for 2014.  These awards commenced in 1992 and are designed to celebrate Australia’s entrepreneurs and their hard work in creating and running successful and innovative businesses.

Adviser Ratings

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AMP University Challenge

The AMP University Challenge is an opportunity for University students from across the country to compete against each other and test their communication, technical, problem solving and financial planning skills.  As part of a 2 person team Sam placed 3rd overall in 2015, representing the University of Canberra, which is an outstanding achievement given the calibre of students involved.